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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,188 | $127,096+11.1% | $105,736+33.5% | $135,380+4.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 10.57% | 4.49%+6.1pp | 6.27%+4.3pp | 519.81%-509.2pp |
| Employer contribution / active EE | $20,500 | $4,107+399.2% | $3,268+527.2% | $4,779+329.0% |
| Participant deferral / active EE | $13,413 | $5,064+164.8% | $4,080+228.7% | $5,609+139.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |